A Territory in StrideERP refers to a specific geographic area where you conduct your business. This Territory is used to categorize your Customers and Addresses, for accounting reports, and to assign sales goals.

1. Pre-requisite

No Pre-requisite required

2. How to create a Territory

To Create a Territory go to

Sales > Contracting > Customer > Territory

Or

Admin > App settings > Territory

You can add multiple sub-territories under a parent territory. On saving, a territory can be selected in transactions and reports.

3. Features

3.1 Assigning a Territory manager

You can assign a Territory Manager who looks after the Sales of of this region.

3.2 Setting Sales Targets

Here you can set specific sales targets based on the following fields: